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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,018 | $101,618-80.3% | $93,063-78.5% | $137,256-85.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 18.14% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,795 | $4,279-11.3% | $3,958-4.1% | $6,407-40.8% |
| Admin fee / account holder | $905 | $6,198-85.4% | $6,033-85.0% | $12,270-92.6% |